The Credit Writedowns Newsletter

Share this post

Very negative market signals

pro.creditwritedowns.com

Very negative market signals

Edward Harrison
May 31, 2019
2
Share this post

Very negative market signals

pro.creditwritedowns.com

The economic data out of the US and elsewhere still point to continued economic expansion over the near term. But, what we're seeing in financial markets right now suggests markets are discounting serious economic problems down the line. So, let me go through the news flow and comment on what I'm seeing.

Sell in May and Go Away

Think about the market mood…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2023 Global Macro Advisors
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing